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17 Apr 2019

Full-Time Personal Lines Account Administrator – Oakville

Insurance Career Network – Posted by Jan Mahood Anywhere

Job Description

The Personal Lines Account Administrator will be responsible for daily invoicing, processing of new business and endorsements on portals, as well as the preparation and issuance of binders, COC’s and liability slips. The role requires the Account Administrator to assist the Account Manager with the delivery of seamless service to the clients.

Essential Functions:

Daily Download (ADI & EDI)

·       Invoice all documents through ADI

·       Invoice all agency bill policies

·       Update billing details screens with accurate annualized premiums

·       Prepare and mail invoices on agency bill policies

·       Ensure all PDF copies of policies are attached to TAM

·       Distribute billing notices that come in daily download

·       Check all documents keyed in portal against requests to ensure accuracy

Portal Entry

Key all new business, endorsements, rewrites or skims on company portals
Process billing changes on company portals
Update portals with data as requested by Account Managers


Process clients credit card payments on company portals
Mail clients’ cheques directly to insurance companies
Handling incoming payment calls from clients

Additional Duties:

Provide back-up assistance for main Reception
Daily mail distribution and scanning
COC’s and binders as requested
Actively participate in continued learning programs or training
Communicate with companies in regards to download issues
Follow up with underwriters on outstanding requests
Scanning and attaching of documents
Send letters to clients
Assist with other various clerical duties
Maintain good working relationships within department and office
Perform other specific duties or projects when assigned

Skills & Qualifications:

– Post Secondary Degree
– Ability to speak French would be viewed as an asset

License & Certification
– RIBO License required
– Minimum one year of industry experience
Computer Skills
– Proficiency in TAM, advanced MS Office & Excel skills
– Working experience of Compuquote & Company Portals is a definite asset

How to Apply

Insurance Career Network is a recruitment agency focused exclusively on the insurance industry. Our relationships, knowledge and experience enable us to connect leading insurers, brokerages, and independent insurance firms with the most talented candidates for each role.
For consideration send your resume to or contact Jan at 416 703 5120 ext. 202

Job Categories: Administration. Job Types: Full-Time.

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